Q: Super Micro rise definitely “Super” lately.
Do you continue to consider it reasonably priced?
Euphoria or fundamentally sound?
Thank you
Do you continue to consider it reasonably priced?
Euphoria or fundamentally sound?
Thank you
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
Q: I know you continue to like Nvidia and other Semiconductor names, but don't you think the SemiConductor space is getting a bit Pricey. Given that this space is considered somewhat cyclical, would you wait for some of these stocks to cool down or would you buy Nvidia for example, based on continued momentum.
Thanks
Tim
Thanks
Tim
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Canadian National Railway Company (CNR)
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Canadian Pacific Kansas City Limited (CP)
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WSP Global Inc. (WSP)
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TFI International Inc. (TFII)
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Hammond Power Solutions Inc. Class A Subordinate Voting Shares (HPS.A)
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Old Dominion Freight Line Inc. (ODFL)
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Boyd Group Services Inc. (BYD)
Q: How would you value above companies for a long term industrial hold.? Are there other companies in the North American industry you would prefer? Thank you.
Q: Thoughts on their earnings?
Q: I am sure glad I have you deciphering financial news for us. Looking at crox latest quaterly results would leave me rather unimpressed, 1.6% revenue growth, considering inflation is not that positive. The year/year results are more positive. but doesn't the latest quarter indicates the trend? The market and consensus seems to prove me wrong in my analysis. Anythng I did not see?
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BMO US Dividend Hedged to CAD ETF (ZUD)
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BMO US High Dividend Covered Call ETF (ZWH)
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iShares U.S. High Dividend Equity Index ETF (CAD-Hedged) (XHD)
Q: I have this covered call ETF in my LIF account for income and am wanting to switch to a non covered call US dividend ETF can you give a recommendation? Thanks
Keith
Keith
Q: I bought this a week or so ago when I saw it come up in a Q&A. It's gone up nicely since then. Assuming you still like it, can you explain why? Thanks,
Jason
Jason
Q: Hi 5i,
There's been a lot of buzz lately about OpenAI/ChatGPT developing a new search engine that will compete with Googles. Also this will be partly functional inside Bing. Given the Google relies on highly Ad revenue, expecting users to scroll through searches, while this new engine would potentially by-pass this Ad revenue clicking, do you see this a game changing to Google?
Thx
There's been a lot of buzz lately about OpenAI/ChatGPT developing a new search engine that will compete with Googles. Also this will be partly functional inside Bing. Given the Google relies on highly Ad revenue, expecting users to scroll through searches, while this new engine would potentially by-pass this Ad revenue clicking, do you see this a game changing to Google?
Thx
Q: Can you comment on Palantir's stock-based compensation levels. This seems to be growing at about 15% annually, and it was over a billion dollars last year, for a company whose revenue is just over $2 billion annually. Is this too high and will this impact earnings meaningfully over the next 5 years? Thanks.
Q: META or MSFT, which will provide the most stock price appreciation for a 3 year hold?? Please provide a brief explanation. Thanks
Q: How likely is it that NVDA will announced a stock split after releasing Q1 earnings next week?
Q: UBER has been a strong performer. Is LYFT next? Thoughts on the quarter and it's potential?
thx, M
thx, M
Q: What is your opinion on Aspen Aerogels as a short term or long term investment? Also what entry price would you suggest?
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Hewlett Packard Enterprise Company (HPE)
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Super Micro Computer Inc. (SMCI)
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Dell Technologies Inc. Class C (DELL)
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Vertiv Holdings LLC Class A (VRT)
Q: Is now a decent time to purchase VRT or should I wait for a potential pullback/consolidation? Are there other similar companies to VRT?
Thanks
Thanks
Q: May you please comment on earnings?
How does this affect your thesis. Do you remain bullish on the stock?
Thank you
How does this affect your thesis. Do you remain bullish on the stock?
Thank you
Q: In a recent answer you said 10% would be your max weight for nvda. If you were now at 10% would you trim prior to earnings on Feb 21? Taxes not an issue. Thanks.
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HubSpot Inc. (HUBS)
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MongoDB Inc. (MDB)
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Datadog Inc. (DDOG)
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Palantir Technologies Inc. Class A (PLTR)
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Snowflake Inc. Class A (SNOW)
Q: These four companies are all AI-predominant companies, all are growing revenues at about 20% per year or so, have similar market caps, and are coming into profitability for the first time either last year or next.
My question is a difficult one: is there any way to tell what operating margins might eventually be for each of these companies say in 3-4 years? Do you know any way to get this projection? And how these may be ranked for eventual margins if so? Thanks.
My question is a difficult one: is there any way to tell what operating margins might eventually be for each of these companies say in 3-4 years? Do you know any way to get this projection? And how these may be ranked for eventual margins if so? Thanks.
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International Business Machines Corporation (IBM)
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Builders FirstSource Inc. (BLDR)
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Axon Enterprise Inc. (AXON)
Q: I've been looking at both of these companies but can only add one. BLDR seems to have a better performance looking backwards but you seem to like AXON better looking forwards. Can you tell me which one you like better and why, thanks.
Q: I’m trimming Nvidia and Apple because they’re overweight and would like to choose either TSM or AMD to add to my portfolio.
Thoughts?
Thoughts?
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Intact Financial Corporation (IFC)
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Axon Enterprise Inc. (AXON)
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Vertiv Holdings LLC Class A (VRT)
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Lumine Group Inc. (LMN)
Q: If you had $31,000 in a new US rrsp, what 5 holdings would you buy? What would be a decent price for the holdings?